James Waldo Jr. is a CFA® charterholder with 11 years of experience in financial advising. He is the sole advisor at Waldo Investment Advisors, LLC, an independent firm based in Naples, FL, where he has worked since 2014. Waldo Investment Advisors serves individual clients with a focus on personalized investment management.

Edrick Flewelling is the sole advisor at Capital Assets, an independent firm based in Naples, FL. He holds 36 years of industry experience, all of which has been with Capital Assets Investment Management, Inc. since 1990. Capital Assets serves clients with a long-standing presence in the investment management field.

Jamin Eastman is a financial advisor with PFO Investment Advisors, LLC in Naples, FL, holding a Series 65 designation and 10 years of industry experience. He also has a background at Chapman Insurance Group, where he has worked since 2017. Outside of his advisory role, Eastman owns Eastman Consulting, LLC, which focuses on research and development for a property and casualty insurance company, and serves as an officer for the charitable organizations AWEARS, LLC and New International. PFO Investment Advisors, LLC is a supported firm serving clients with personalized investment advisory services.